Elected Trades

All politicians

Jefferson Shreve

Updated Sep 14, 2026

Republican · House IN06

Wikipedia biography ↗Years Elected: About 1.7Rank: #121

Service dates

Federal elected service; earlier service not yet verified.

Estimated public-equity portfolio performance

1 year

0.84%

Cumulative estimated return

SPY: 14.60%
Outperformance: -13.76 percentage points

2025-09-15 – 2026-09-15

Missing information
  • 2 trades outside the available price history.
  • 259 sales exceeding observed holdings (unmatched amount omitted).
  • 22 rows without a saved price.
  • 1 rows without a usable reported amount.

3 years

0.47%

Cumulative estimated return

SPY: 26.82%
Outperformance: -26.35 percentage points

2025-02-24 – 2026-09-15

Missing information
  • 2 trades outside the available price history.
  • 259 sales exceeding observed holdings (unmatched amount omitted).
  • 22 rows without a saved price.
  • 1 rows without a usable reported amount.
  • Available investment history starts 2025-02-24.

5 years

0.47%

Cumulative estimated return

SPY: 26.82%
Outperformance: -26.35 percentage points

2025-02-24 – 2026-09-15

Missing information
  • 2 trades outside the available price history.
  • 259 sales exceeding observed holdings (unmatched amount omitted).
  • 22 rows without a saved price.
  • 1 rows without a usable reported amount.
  • Available investment history starts 2025-02-24.

As of Sep 15, 2026. 557 parsed trades. Ranks use three-year return.

How estimates are calculated

Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.

Current holdings

Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.

This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.

AssetOwnerReported valuePurchasedPurchase priceLast closeCurrent ROI
CHTRNot reportedNoneUnavailableUnavailable$135.00Sep 16, 2026Unavailable
LNGNot reportedNoneUnavailableUnavailable$267.75Sep 16, 2026Unavailable
CVXNot reportedNoneUnavailableUnavailable$211.54Sep 16, 2026Unavailable
CMGNot reportedNoneUnavailableUnavailable$33.68Sep 16, 2026Unavailable
CTASNot reportedNoneUnavailableUnavailable$199.46Sep 16, 2026Unavailable
CSCONot reportedNoneUnavailableUnavailable$107.74Sep 16, 2026Unavailable
CFGNot reportedNoneUnavailableUnavailable$66.84Sep 16, 2026Unavailable
CLXNot reportedNoneUnavailableUnavailable$84.86Sep 16, 2026Unavailable
NETNot reportedNoneUnavailableUnavailable$324.65Sep 16, 2026Unavailable
CMENot reportedNoneUnavailableUnavailable$272.46Sep 16, 2026Unavailable
CNONot reportedNoneUnavailableUnavailable$55.55Sep 16, 2026Unavailable
KONot reportedNoneUnavailableUnavailableUnavailableUnavailable
CMCSANot reportedNoneUnavailableUnavailable$23.73Sep 16, 2026Unavailable
COPNot reportedNoneUnavailableUnavailable$132.54Sep 16, 2026Unavailable
CEGNot reportedNoneUnavailableUnavailableUnavailableUnavailable
CPRTNot reportedNoneUnavailableUnavailable$30.82Sep 16, 2026Unavailable
COSTNot reportedNoneUnavailableUnavailable$893.74Sep 16, 2026Unavailable
CTRANot reportedNoneUnavailableUnavailableUnavailableUnavailable
CRWDNot reportedNoneUnavailableUnavailable$241.36Sep 16, 2026Unavailable
CCINot reportedNoneUnavailableUnavailable$73.22Sep 16, 2026Unavailable
CSXNot reportedNoneUnavailableUnavailable$47.90Sep 16, 2026Unavailable
CVSNot reportedNoneUnavailableUnavailable$91.72Sep 16, 2026Unavailable
DHRNot reportedNoneUnavailableUnavailable$208.36Sep 16, 2026Unavailable
DENot reportedNoneUnavailableUnavailable$669.47Sep 16, 2026Unavailable
DALNot reportedNoneUnavailableUnavailable$77.87Sep 16, 2026Unavailable
DVNNot reportedNoneUnavailableUnavailable$48.44Sep 16, 2026Unavailable
DFSNot reportedNoneUnavailableUnavailableUnavailableUnavailable
DGNot reportedNoneUnavailableUnavailable$123.01Sep 16, 2026Unavailable
DASHNot reportedNoneUnavailableUnavailableUnavailableUnavailable
ECLNot reportedNoneUnavailableUnavailable$274.08Sep 16, 2026Unavailable
EWNot reportedNoneUnavailableUnavailable$89.28Sep 16, 2026Unavailable
ELVNot reportedNoneUnavailableUnavailable$412.56Sep 16, 2026Unavailable
LLYNot reportedNoneUnavailableUnavailable$1137.82Sep 16, 2026Unavailable
EPAMNot reportedNoneUnavailableUnavailable$117.17Sep 16, 2026Unavailable
FISNot reportedNoneUnavailableUnavailable$36.85Sep 16, 2026Unavailable
BUSENot reportedNoneUnavailableUnavailable$30.24Sep 16, 2026Unavailable
FTNTNot reportedNoneUnavailableUnavailable$171.77Sep 16, 2026Unavailable
GENot reportedNoneUnavailableUnavailableUnavailableUnavailable
GEVNot reportedNoneUnavailableUnavailable$925.09Sep 16, 2026Unavailable
GSNot reportedNoneUnavailableUnavailable$937.98Sep 16, 2026Unavailable
HALNot reportedNoneUnavailableUnavailable$34.51Sep 16, 2026Unavailable
THGNot reportedNoneUnavailableUnavailableUnavailableUnavailable
HIWNot reportedNoneUnavailableUnavailableUnavailableUnavailable
HNINot reportedNoneUnavailableUnavailable$46.21Sep 16, 2026Unavailable
HOMBNot reportedNoneUnavailableUnavailableUnavailableUnavailable
HDNot reportedNoneUnavailableUnavailableUnavailableUnavailable
HONNot reportedNoneUnavailableUnavailable$207.66Sep 16, 2026Unavailable
HOPENot reportedNoneUnavailableUnavailableUnavailableUnavailable
HUBBNot reportedNoneUnavailableUnavailable$439.07Sep 16, 2026Unavailable
IDANot reportedNoneUnavailableUnavailableUnavailableUnavailable

ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.

Estimated positions as of Sep 15, 2026
AssetOwnerEstimated unitsEstimated value
Coinbase Global, Inc. - Class A Common Stock (COIN) [ST]not_reported0.546853270073821718761429194.12
Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST]not_reported58.1303342512453851134869705329915.61
Exxon Mobil Corporation Common Stock (XOM) [ST]not_reported302.693933672748250668939914151252.14
Block, Inc. Class A Common Stock, (XYZ) [ST]not_reported129.348284846998219876251502810129.26

Completed trades

Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Annual schedules and unmatched or ambiguous activity are omitted here.

TickerOwnerPurchase datePurchase priceSale dateSale priceReturn
No completed purchase/sale matches are available from the collected records.

All trades

1114 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.

Clear Filters
Public-equity transactions, newest transaction dates first
TickerOwnerTransaction TypeTrade DateFound Date
GE — GE Aerospace Common Stock (GE) [ST]Not reportedPurchase
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 131 · Ptr
not_reported · P · $50,001 - $100,000

May 8, 2025Sep 11, 2026
GS — Goldman Sachs Group, Inc. (GS) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 136 · Ptr
not_reported · P · $15,001 - $50,000

May 8, 2025Sep 11, 2026
HAL — Halliburton Company Common Stock (HAL) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 142 · Ptr
not_reported · P · $15,001 - $50,000

May 8, 2025Sep 11, 2026
HNI — HNI Corporation Common Stock (HNI) [ST]Not reportedSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 145 · Ptr
not_reported · S · $15,001 - $50,000

May 8, 2025Sep 11, 2026
HD — Home Depot, Inc. (HD) [ST]Not reportedSale (partial)
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 147 · Ptr
not_reported · S (partial) · $50,001 - $100,000

May 8, 2025Sep 11, 2026
ISRG — Intuitive Surgical, Inc. - Common Stock (ISRG) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 156 · Ptr
not_reported · P · $15,001 - $50,000

May 8, 2025Sep 11, 2026
LEN — Lennar Corporation Class A Common Stock (LEN) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 166 · Ptr
not_reported · P · $15,001 - $50,000

May 8, 2025Sep 11, 2026
MRVL — Marvell Technology, Inc. - Common Stock (MRVL) [ST]Not reportedSale (partial)
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 176 · Ptr
not_reported · S (partial) · $15,001 - $50,000

May 8, 2025Sep 11, 2026
MDT — Medtronic plc. Ordinary Shares (MDT) [ST]Not reportedSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 182 · Ptr
not_reported · S · $15,001 - $50,000

May 8, 2025Sep 11, 2026
MSFT — Microsoft Corporation - Common Stock (MSFT) [ST]Not reportedPurchase
Source rows (1)

$500,001 - $1,000,000

Original ↗ · Row 188 · Ptr
not_reported · P · $500,001 - $1,000,000

May 8, 2025Sep 11, 2026
NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST]Not reportedPurchase
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 202 · Ptr
not_reported · P · $100,001 - $250,000

May 8, 2025Sep 11, 2026
OXY — Occidental Petroleum Corporation Common Stock (OXY) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 203 · Ptr
not_reported · P · $15,001 - $50,000

May 8, 2025Sep 11, 2026
ORCL — Oracle Corporation Common Stock (ORCL) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 212 · Ptr
not_reported · P · $15,001 - $50,000

May 8, 2025Sep 11, 2026
PANW — Palo Alto Networks, Inc. (PANW) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 216 · Ptr
not_reported · P · $15,001 - $50,000

May 8, 2025Sep 11, 2026
CRM — Salesforce, Inc. Common Stock (CRM) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 242 · Ptr
not_reported · P · $15,001 - $50,000

May 8, 2025Sep 11, 2026
TXN — Texas Instruments Incorporated - Common Stock (TXN) [ST]Not reportedSale (partial)
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 258 · Ptr
not_reported · S (partial) · $15,001 - $50,000

May 8, 2025Sep 11, 2026
TTD — The Trade Desk, Inc. - Class A Common Stock (TTD) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 263 · Ptr
not_reported · P · $15,001 - $50,000

May 8, 2025Sep 11, 2026
TDG — Transdigm Group Incorporated Common Stock (TDG) [ST]Not reportedSale (partial)
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 268 · Ptr
not_reported · S (partial) · $15,001 - $50,000

May 8, 2025Sep 11, 2026
UPS — United Parcel Service, Inc. Common Stock (UPS) [ST]Not reportedSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 273 · Ptr
not_reported · S · $15,001 - $50,000

May 8, 2025Sep 11, 2026
UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST]Not reportedSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 274 · Ptr
not_reported · S · $15,001 - $50,000

May 8, 2025Sep 11, 2026
DIS — Walt Disney Company (DIS) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 283 · Ptr
not_reported · P · $15,001 - $50,000

May 8, 2025Sep 11, 2026
WDAY — Workday, Inc. - Class A Common Stock (WDAY) [ST]Not reportedSale (partial)
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 293 · Ptr
not_reported · S (partial) · $15,001 - $50,000

May 8, 2025Sep 11, 2026
CAT — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Caterpillar, Inc. Common Stock (CAT) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 304 · Annual
not_reported · P · $15,001 - $50,000

Apr 17, 2025Sep 14, 2026
CMG — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 305 · Annual
not_reported · P · $50,001 - $100,000

Apr 17, 2025Sep 14, 2026
A — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Agilent Technologies, Inc. Common Stock (A) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 307 · Annual
not_reported · P · $15,001 - $50,000

Apr 17, 2025Sep 14, 2026
SNPS — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Synopsys, Inc. - Common Stock (SNPS) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 308 · Annual
not_reported · P · $50,001 - $100,000

Apr 17, 2025Sep 14, 2026
CSX — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ CSX Corporation (CSX) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 309 · Annual
not_reported · P · $15,001 - $50,000

Apr 17, 2025Sep 14, 2026
ARES — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Ares Management Corporation Class A Common Stock (ARES) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 310 · Annual
not_reported · P · $50,001 - $100,000

Apr 17, 2025Sep 14, 2026
ADSK — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Autodesk, Inc. - Common Stock (ADSK) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 311 · Annual
not_reported · P · $15,001 - $50,000

Apr 17, 2025Sep 14, 2026
AMAT — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Applied Materials, Inc. - Common Stock (AMAT) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 312 · Annual
not_reported · P · $50,001 - $100,000

Apr 17, 2025Sep 14, 2026
LFUS — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Littelfuse, Inc. - Common Stock (LFUS) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 313 · Annual
not_reported · P · $15,001 - $50,000

Apr 17, 2025Sep 14, 2026
NEE — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ NextEra Energy, Inc. Common Stock (NEE) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 314 · Annual
not_reported · P · $15,001 - $50,000

Apr 17, 2025Sep 14, 2026
SYK — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Stryker Corporation Common Stock (SYK) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 315 · Annual
not_reported · P · $15,001 - $50,000

Apr 17, 2025Sep 14, 2026
ROST — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Ross Stores, Inc. - Common Stock (ROST) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 316 · Annual
not_reported · P · $15,001 - $50,000

Apr 17, 2025Sep 14, 2026
WDC — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Western Digital Corporation - Common Stock (WDC) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 317 · Annual
not_reported · P · $15,001 - $50,000

Apr 17, 2025Sep 14, 2026
SPGI — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ S&P Global Inc. Common Stock (SPGI) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 318 · Annual
not_reported · P · $50,001 - $100,000

Apr 17, 2025Sep 14, 2026
ABBV — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ AbbVie Inc. Common Stock (ABBV) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 380 · Annual
not_reported · S · $50,001 - $100,000

Apr 17, 2025Sep 14, 2026
CG — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ The Carlyle Group Inc. - Common Stock (CG) [ST]Not reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 381 · Annual
not_reported · S (partial) · $15,001 - $50,000

Apr 17, 2025Sep 14, 2026
BUSE — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ First Busey Corporation - Common Stock (BUSE) [ST]Not reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 382 · Annual
not_reported · S (partial) · $15,001 - $50,000

Apr 17, 2025Sep 14, 2026
LULU — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ lululemon athletica inc. - Common Stock (LULU) [ST]Not reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 383 · Annual
not_reported · S (partial) · $15,001 - $50,000

Apr 17, 2025Sep 14, 2026
FBIN — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Fortune Brands Innovations, Inc. Common Stock (FBIN) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 384 · Annual
not_reported · S · $15,001 - $50,000

Apr 17, 2025Sep 14, 2026
STAG — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Stag Industrial, Inc. Common Stock (STAG) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 385 · Annual
not_reported · S · $15,001 - $50,000

Apr 17, 2025Sep 14, 2026
UPS — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ United Parcel Service, Inc. Common Stock (UPS) [ST]Not reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 386 · Annual
not_reported · S (partial) · $15,001 - $50,000

Apr 17, 2025Sep 14, 2026
HEI.A — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Heico Corporation Common Stock (HEI.A) [ST]Not reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 387 · Annual
not_reported · S (partial) · $15,001 - $50,000

Apr 17, 2025Sep 14, 2026
ZTS — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Zoetis Inc. Class A Common Stock (ZTS) [ST]Not reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 388 · Annual
not_reported · S (partial) · $15,001 - $50,000

Apr 17, 2025Sep 14, 2026
AVGO — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Broadcom Inc. - Common Stock (AVGO) [ST]Not reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 389 · Annual
not_reported · S (partial) · $100,001 - $250,000

Apr 17, 2025Sep 14, 2026
MRK — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Merck & Company, Inc. Common Stock (MRK) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 390 · Annual
not_reported · S · $15,001 - $50,000

Apr 17, 2025Sep 14, 2026
META — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST]Not reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 391 · Annual
not_reported · S (partial) · $15,001 - $50,000

Apr 17, 2025Sep 14, 2026
ABBV — AbbVie Inc. Common Stock (ABBV) [ST]Not reportedSale
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 1 · Ptr
not_reported · S · $50,001 - $100,000

Apr 17, 2025Sep 11, 2026
A — Agilent Technologies, Inc. Common Stock (A) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 4 · Ptr
not_reported · P · $15,001 - $50,000

Apr 17, 2025Sep 11, 2026

All disclosures

17 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.

FiledReportHoldings dateAvailability
Aug 12, 2026Jefferson Shreve — Annual report filed 2026-08-12
Annual
Dec 31, 2025Needs review
Jun 6, 2026Jefferson Shreve — PTR filed 2026-06-06
Ptr
Not establishedParsed
May 15, 2026Jefferson Shreve — Financial disclosure (X) filed 2026-05-15
Financial
Not establishedParsed
Mar 14, 2026Jefferson Shreve — PTR filed 2026-03-14
Ptr
Not establishedParsed
Jan 2, 2026Jefferson Shreve — PTR filed 2026-01-02
Ptr
Not establishedParsed
Jan 1, 2026Jefferson Shreve — PTR filed 2026-01-01
Ptr
Not establishedParsed
Dec 31, 2025Jefferson Shreve — PTR filed 2025-12-31
Ptr
Not establishedParsed
Dec 30, 2025Jefferson Shreve — PTR filed 2025-12-30
Ptr
Not establishedParsed
Dec 14, 2025Jefferson Shreve — PTR filed 2025-12-14
Ptr
Not establishedParsed
Jun 22, 2025Jefferson Shreve — Financial disclosure (H) filed 2025-06-22
Financial
Not establishedNeeds review
Jun 22, 2025Jefferson Shreve — PTR filed 2025-06-22
Ptr
Not establishedParsed
May 8, 2025Jefferson Shreve — PTR filed 2025-05-08
Ptr
Not establishedParsed
May 5, 2025Jefferson Shreve — Financial disclosure (X) filed 2025-05-05
Financial
Not establishedParsed
Apr 11, 2025Jefferson Shreve — PTR filed 2025-04-11
Ptr
Not establishedParsed
Mar 9, 2025Jefferson Shreve — PTR filed 2025-03-09
Ptr
Not establishedParsed
Feb 12, 2025Jefferson Shreve — PTR filed 2025-02-12
Ptr
Not establishedParsed
Apr 5, 2024Jefferson Shreve — Financial disclosure (C) filed 2024-04-05
Financial
Not establishedNeeds review